Best Enterprise Financial Management Apps

View pay and request time offSubmit timesheets and expensesApprove employee requests

Access your enterprise workplace tools securely from your mobile device. Manage time off, view pay, submit expenses, and approve requests. Stay connected with company directory and learning resources, all with robust data security.

Your Investment Advisor

Track retirement goal progressView total portfolio and account detailsLink outside accounts

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

Buddy: Budget Planner App

(7.4K)

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Money Manager & Tracker

Create personal budgetsShared budgeting for couples/groupsConnect bank accounts for transaction import

This app helps you create and manage personal or shared budgets. Track expenses, connect your bank account for automatic transaction import, and gain a clear overview of your spending, income, and savings. It also features tools to split costs and settle up with others.

free with in-app purchases

(9.3K)

Financial Finesse

Your Financial Wellness Hub

Financial Wellness Score™Personalized action plansVirtual financial coach (Aimee™)

This app acts as a personal financial coach, offering a wellness score, personalized action plans, and access to virtual and human coaches. It provides step-by-step guides for major life events and helps users reduce financial stress.

(9)

Alpheva AI: Financial Advisor

Make More. Stress Less.

Personalized financial insightsReal-time net worth and cash flow trackingInvestment dashboards

This AI-powered financial advisor simplifies your money management by securely connecting to your accounts. It provides personalized insights, tracks your net worth and cash flow, and helps you identify savings opportunities for smarter financial decisions.

Cube Wealth: Financial Planner

(118)

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Savings and Investment Guide

Wealth managementInvestment planningRetirement planning

This app helps you manage your wealth, investments, and retirement planning through a unified platform. It leverages expert insights and a proprietary algorithm to assess your finances, identify risk levels, and guide you toward optimal investment strategies across various asset classes.

Account Book - Money Manager

(14)

ad-supported

Budget Management, Bookkeeping

Comprehensive account managementPayment date tracking and notificationsAdvanced financial reports

This app helps you manage your finances, whether for personal budgeting or business bookkeeping. Track income, expenses, accounts, and payments with advanced reporting and sharing features. Stay organized with notifications and access your data from multiple devices.

free with in-app purchases

(505)

Corebridge

Action is everything.

Retirement readiness assessmentPersonalized financial dashboardEasy plan enrollment

Manage your retirement savings and financial goals on the go. Track your progress, make adjustments to your contributions and investments, and access educational resources to improve your financial wellness.

(43)

Midwest Financial Partners Inc

by Midwest Financial Partner

Interactive financial dashboardDynamic investment reportsSecure document vault

Manage your finances with an intuitive dashboard, interactive reports, and a secure document vault. Easily track investments and communicate with your financial advisor.

(7)

Freestone Capital Management

by Freestone Capital Management

Interactive financial dashboardDynamic investment reportsSecure document vault

Manage your finances with an intuitive dashboard, secure document vault, and interactive reports. This app offers budgeting tools and a comprehensive financial overview in a secure, user-friendly mobile interface.

(4)

Finance & Accounting Courses

CFI: Real-World Finance

Expert-led finance coursesFinancial modeling and valuationInteractive video lessons

Master corporate finance, financial modeling, and investment banking with expert-led courses. This app offers interactive video lessons and hands-on exercises for seamless learning on the go. Stay updated with new content to advance your finance career.

📚 Education

(10)

free with in-app purchases

BrightPlan

Employee Financial Wellness

Personalized financial guidanceGoal tracking and planningEducational resources (articles, sessions)

Gain control of your finances with personalized guidance, goal tracking, and a tailored plan. Access educational resources, AI-powered coaching, and investment advice. Securely manage your budget, monitor spending, and view all accounts in one place.

Personalized Wealth Management

Real-time wealth management strategy monitoringAccess to top team commentaryHome screen widgets for article updates

This app serves as a single point of contact for managing various aspects of your financial life, allowing you to monitor your wealth management strategy in real-time and access expert commentary. It offers widgets for real-time article updates and push notifications for important news.

(3)

Money Management Institute

by MONEY MANAGEMENT INSTITUTE (THE)

Event agenda accessSpeaker biographiesSponsor and exhibitor information

Access all essential information for Money Management Institute (MMI) conferences and events. View the agenda, speaker bios, sponsor details, and receive important updates. Connect with other attendees, send messages, and share your feedback.

💼 Business

(3)

Helios - Expense management

Expense reimbursement solution

Connect multi-business trip scenariosCompliance approval of multi-budget dimensionsMulti-angle control analysis of process

Streamline business travel and expense management. Connect flights, hotels, and expenses, and automate reimbursement processes. Offers real-time budget control and multi-angle analysis for efficient business management.

Financial planning software

View all financial accounts and investmentsLink external financial accountsTrack expenses with budget module

Consolidate all your financial accounts and investments in one secure platform. Track expenses, share documents, and enhance communication with your financial advisor for a clearer financial picture.

(46)

Charter Oak Capital Management

by Charter Oak Capital Management

Interactive financial dashboardDynamic investment reportsSecure document vault

Manage your complete financial picture with an intuitive dashboard, interactive reports, and a secure document vault. Easily track investments and communicate with your financial advisor.

(1)